Affirm Holdings, Inc.
AFRM- Exchange
- Nasdaq
- Industry
- Personal Credit Institutions
- SEC CIK
- 0001820953
In the last 90 days, Affirm Holdings, Inc. insiders filed 0 open-market purchases and 6 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.2B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 491
- −6 vs. Q4 2024
- Shares held
- 216.5M
- +9.63M (+4.7%) vs. Q4 2024
- Total value
- $9.77B
- −$2.82B (−22.4%) vs. Q4 2024
- New holders
- 95
- 186 more added
- Sold out
- 101
- 144 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AFRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $21.2B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.6B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.07B |
| Q2 2024 | 378 | $5.77B |
| Q1 2024 | 383 | $7.19B |
| Q4 2023 | 407 | $9.51B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $2.05B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.33B |
| Q4 2021 | 440 | $14.3B |
| Q3 2021 | 340 | $13.2B |
| Q2 2021 | 230 | $6.01B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 409 | $24.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 563 | $27.1K | 0.00% | +219+63.7% | Added |
| Ci Investments Inc. | 614 | $28.0K | 0.00% | +183+42.5% | Added |
| Leonteq Securities AG | 633 | $28.6K | 0.00% | +560+767.1% | Added |
| Quarry LP | 703 | $31.8K | 0.01% | +102+17.0% | Added |
| Ridgewood Investments LLC | 900 | $40.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,040 | $47.0K | 0.00% | +106+11.3% | Added |
| Boston Private Wealth LLC | 1,049 | $47.4K | 0.00% | +1,049 | New |
| Valley National Advisers Inc | 1,113 | $50.0K | 0.01% | +103+10.2% | Added |
| WealthTrak Capital Management LLC | 1,115 | $50.4K | 0.04% | +5+0.5% | Added |
| Farther Finance Advisors, LLC | 1,125 | $51.2K | 0.00% | −13−1.1% | Reduced |
| Lindbrook Capital, LLC | 1,146 | $51.8K | 0.00% | +192+20.1% | Added |
| Quadrant Capital Group LLC | 1,308 | $59.1K | 0.00% | +87+7.1% | Added |
| Westside Investment Management, Inc. | 1,351 | $61.1K | 0.01% | −40−2.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,383 | $62.5K | 0.01% | +1,346+3,637.8% | Added |
| Smartleaf Asset Management LLC | 1,360 | $62.8K | 0.01% | +38+2.9% | Added |
| Skopos Labs, Inc. | 1,392 | $62.9K | 0.01% | +10+0.7% | Added |
| First Horizon Advisors, Inc. | 1,523 | $68.8K | 0.00% | +1,523 | New |
| Global Wealth Strategies & Associates | 1,628 | $73.6K | 0.02% | −142−8.0% | Reduced |
| National Bank of Canada | 1,643 | $74.2K | 0.00% | −219−11.8% | Reduced |
| Corebridge Financial, Inc. | 1,744 | $78.8K | 0.00% | −58−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,768 | $79.9K | 0.00% | −20−1.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,798 | $81.0K | 0.00% | −27,582−93.9% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $81.8K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,086 | $94.3K | 0.00% | −161−7.2% | Reduced |
| Credit Agricole S A | 2,268 | $102.5K | 0.00% | +664+41.4% | Added |
| EverSource Wealth Advisors, LLC | 2,311 | $104.4K | 0.01% | +179+8.4% | Added |
| Advisors Asset Management, Inc. | 2,383 | $107.7K | 0.00% | +593+33.1% | Added |
| Y.D. More Investments Ltd | 1,754 | $108.2K | 0.01% | +63+3.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,397 | $108.3K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,617 | $114.0K | 0.00% | +2,617 | New |
| Spire Wealth Management | 2,658 | $120.1K | 0.00% | +2,658 | New |
| Steward Partners Investment Advisory, LLC | 2,678 | $121.0K | 0.00% | +800+42.6% | Added |
| Rakuten Securities, Inc. | 2,741 | $123.9K | 0.06% | −2,284−45.5% | Reduced |
| Quest Partners LLC | 2,815 | $127.2K | 0.01% | +2,193+352.6% | Added |
| Jones Financial Companies LLLP | 3,147 | $145.4K | 0.00% | +1,779+130.0% | Added |
| C M Bidwell & Associates Ltd | 3,312 | $149.7K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 3,327 | $150.3K | 0.00% | +675+25.5% | Added |
| Ancora Advisors, LLC | 3,501 | $158.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,670 | $171.3K | 0.03% | +2,478+1,290.6% | Added |
| Coldstream Capital Management Inc | 3,946 | $178.3K | 0.00% | −296−7.0% | Reduced |
| Versant Capital Management, Inc | 4,074 | $184.1K | 0.03% | +669+19.6% | Added |
| Integrated Investment Consultants, LLC | 192,578 | $192.6K | 0.04% | +192,578 | New |
| IFP Advisors, Inc | 4,373 | $197.6K | 0.01% | +935+27.2% | Added |
| Kathleen S. Wright Associates Inc. | 4,375 | $197.7K | 0.08% | +1,047+31.5% | Added |
| Daiwa Securities Group Inc. | 4,433 | $200.0K | 0.00% | −37−0.8% | Reduced |
| Two Sigma Securities, LLC | 4,513 | $203.9K | 0.03% | +4,513 | New |
| Cerity Partners LLC | 4,564 | $206.2K | 0.00% | −2,357−34.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,591 | $207.5K | 0.01% | −3,077−40.1% | Reduced |
| GAMMA Investing LLC | 4,596 | $207.7K | 0.02% | +419+10.0% | Added |
| Kingsview Wealth Management, LLC | 4,601 | $207.9K | 0.00% | −623−11.9% | Reduced |
| MetLife Investment Management | 4,660 | $210.6K | 0.00% | +106+2.3% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $212.4K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,932 | $222.9K | 0.00% | +4,932 | New |
| Groupama Asset Managment | – | $224.1K | 0.00% | – | – |
| Parallel Advisors, LLC | 4,971 | $224.6K | 0.01% | +770+18.3% | Added |
| Sowell Financial Services LLC | 4,987 | $225.4K | 0.01% | +4,987 | New |
| RBF Capital, LLC | 5,000 | $225.9K | 0.01% | −5,000−50.0% | Reduced |
| AdvisorNet Financial, Inc | 5,010 | $226.4K | 0.02% | +4+0.1% | Added |
| Aspiriant, LLC | 5,062 | $228.8K | 0.01% | −44−0.9% | Reduced |
| Tudor Investment Corp Et Al | 5,120 | $231.4K | 0.00% | −48,012−90.4% | Reduced |
| CSS LLC | 5,123 | $231.5K | 0.02% | +5,123 | New |
| Ossiam | 5,187 | $234.4K | 0.00% | +5,187 | New |
| Icapital Wealth LLC | 5,201 | $235.0K | 0.14% | +5,201 | New |
| Apollon Wealth Management, LLC | 5,223 | $236.0K | 0.01% | +5,223 | New |
| Avantax Advisory Services, Inc. | 5,309 | $239.9K | 0.00% | −278−5.0% | Reduced |
| Stifel Financial Corp | 5,333 | $241.0K | 0.00% | −34−0.6% | Reduced |
| Oddo BHF Asset Management SAS | 5,350 | $241.8K | 0.01% | −78,171−93.6% | Reduced |
| Choate Investment Advisors | 5,384 | $243.3K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 5,384 | $243.3K | 0.00% | +5,384 | New |
| Accuvest Global Advisors | 5,431 | $245.0K | 0.21% | +5,431 | New |
| Holistic Financial Partners | 5,471 | $247.2K | 0.12% | −153−2.7% | Reduced |
| Wealthfront Advisers LLC | 5,478 | $247.6K | 0.00% | +1,837+50.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 46,084 | $248.9K | 0.00% | +44,495+2,800.2% | Added |
| Comerica Bank | 5,513 | $249.1K | 0.00% | +287+5.5% | Added |
| Private Advisor Group, LLC | 5,557 | $251.1K | 0.00% | −3,792−40.6% | Reduced |
| HSBC Holdings PLC | 5,582 | $253.0K | 0.00% | −15,246−73.2% | Reduced |
| Signaturefd, LLC | 5,604 | $253.3K | 0.00% | +569+11.3% | Added |
| Centiva Capital, LP | 5,663 | $255.9K | 0.01% | +5,663 | New |
| RFG Advisory, LLC | 5,667 | $256.1K | 0.01% | +5,667 | New |
| Meeder Advisory Services, Inc. | 5,734 | $259.1K | 0.02% | −767−11.8% | Reduced |
| Hemington Wealth Management | 5,862 | $264.0K | 0.04% | +38+0.7% | Added |
| Huntleigh Advisors, Inc. | 5,847 | $264.2K | 0.04% | −41−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,880 | $265.7K | 0.00% | +5,880 | New |
| CWM, LLC | 5,950 | $269.0K | 0.00% | +89+1.5% | Added |
| HRT Financial LP | 6,040 | $272.0K | 0.00% | −180,197−96.8% | Reduced |
| Semanteon Capital Management, LP | 6,154 | $278.1K | 0.15% | +6,154 | New |
| Biltmore Family Office, LLC | 6,205 | $280.4K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,364 | $287.6K | 0.09% | +6,364 | New |
| Blueshift Asset Management, LLC | 6,424 | $290.3K | 0.12% | +83+1.3% | Added |
| We Are One Seven, LLC | 6,457 | $291.8K | 0.01% | +6,457 | New |
| Nomura Holdings Inc | 6,467 | $292.2K | 0.00% | −68,517−91.4% | Reduced |
| Quadcap Wealth Management, LLC | 6,511 | $294.2K | 0.04% | +6,511 | New |
| AlTi Global, Inc. | 6,612 | $298.8K | 0.01% | −2,536−27.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,713 | $303.0K | 0.04% | −40,304−85.7% | Reduced |
| United Capital Financial Advisers, LLC | 6,734 | $304.3K | 0.00% | +30+0.4% | Added |
| Altshuler Shaham Ltd | 6,800 | $307.3K | 0.01% | +6,800 | New |
| SeaCrest Wealth Management, LLC | 6,820 | $308.2K | 0.03% | +472+7.4% | Added |
| Diversified Trust Co | 6,830 | $308.6K | 0.01% | +3,141+85.1% | Added |
| J. Goldman & Co LP | 6,970 | $315.0K | 0.01% | +6,970 | New |